This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

REAL WEALTH PLANNING

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Feb 3, 2017

First registration

Feb 7, 2017

Dual registered

no

Other names

REBECCA JONES|Becca WHITES

IAPD individual key

6710692

• Occurred

  May 12, 2023
  Advisor changed firm

  Rebecca Whites left Ark Wealth Management for Real Wealth Planning (registered 2024-06-13)

  Form ADVobserved 5 days ago
• Occurred

  Sep 12, 2022
  Advisor changed firm

  Rebecca Whites left Dimensional Fund Advisors Lp for Ark Wealth Management (registered 2022-10-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d41dfeb5-1775-48e6-1aff-57c99275fc4b

First observed

Feb 7, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.